IWMI

NEOS Russell 2000 High Income ETF
IWMI

Overview Fund Activity

18 hedge funds and large institutions have $13.7M invested in NEOS Russell 2000 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+8
Holders Change %
+80%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$6.39M
2
Jane Street
Jane Street
New York
$1.88M
3
AWM
Axxcess Wealth Management
California
$526K
4
SWM
Spire Wealth Management
Virginia
$516K
5
Stifel Financial
Stifel Financial
Missouri
$472K

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
UBS Group
UBS Group
Switzerland
$0
3
TSS
Two Sigma Securities
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$6.39M +$6.39M +130,546 New
Jane Street
2
Jane Street
New York
$1.88M +$917K +18,723 +95%
NWM
3
Napa Wealth Management
California
$1.41M +$321K +6,560 +30%
HNWAG
4
High Net Worth Advisory Group
Florida
$872K +$275K +5,612 +46%
SI
5
Stephens Inc
Arkansas
$746K +$140K +2,850 +23%
AWM
6
Axxcess Wealth Management
California
$526K +$526K +10,750 New
SWM
7
Spire Wealth Management
Virginia
$516K +$516K +10,547 New
Stifel Financial
8
Stifel Financial
Missouri
$472K +$472K +9,633 New
GSIAS
9
Garden State Investment Advisory Services
New Jersey
$311K +$311K +6,355 New
G
10
Gainplan
Michigan
$263K +$263K +5,376 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$97.9K +$97.9K +2,000 New
Group One Trading
12
Group One Trading
Illinois
$94.9K +$94.9K +1,938 New
ACA
13
Aptus Capital Advisors
Alabama
$57.5K – – –
GRP
14
Global Retirement Partners
California
$41.2K +$41.2K +842 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K +$14K +280 New
DFA
16
DHJJ Financial Advisors
Illinois
$2.55K +$2.55K +52 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$49 – – –
Wells Fargo
18
Wells Fargo
California
$28 +$28 +1 New
OMC
19
Old Mission Capital
Illinois
– -$372K -7,244 Closed
UBS Group
20
UBS Group
Switzerland
– -$238K -4,637 Closed
TSS
21
Two Sigma Securities
New York
– -$207K -4,037 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
– -$51.4K -1,000 Closed